tag:blogger.com,1999:blog-9011577338115764180.post4515851003179829357..comments2023-07-11T23:56:48.372+08:00Comments on Dividend Tech Warrior: Sustainable Competitive Advantage Between REITsDividend Tech Warriorhttp://www.blogger.com/profile/10905667545384063302noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-9011577338115764180.post-68233055441194601552018-09-30T13:44:17.824+08:002018-09-30T13:44:17.824+08:00A good analysis writeup on Mapletree Industry Reit...A good analysis writeup on Mapletree Industry Reit...I only focus on Ascendas India Trust and First Reit for the time being.<br /><br /><br /><a href="https://valueinvestingsingapore.sg" rel="nofollow">Value Investing Singapore</a>Anonymoushttps://www.blogger.com/profile/03502404020808547966noreply@blogger.comtag:blogger.com,1999:blog-9011577338115764180.post-53279737801067375602018-09-16T21:24:45.654+08:002018-09-16T21:24:45.654+08:00Hi Cory,
I am usually alright with equity fund rai...Hi Cory,<br />I am usually alright with equity fund raising from reits if they use it efficiently for DPU-accretive acquisitions. I guess some reits stick to whatever works best for them. FCT has done pretty well in terms of DPU & NAV growth just with private placements.Dividend Tech Warriorhttps://www.blogger.com/profile/10905667545384063302noreply@blogger.comtag:blogger.com,1999:blog-9011577338115764180.post-77111160504239200762018-09-16T21:21:57.812+08:002018-09-16T21:21:57.812+08:00Hi garudadri,
Thanks for the compliment.
I also f...Hi garudadri,<br />Thanks for the compliment. <br />I also feel Warburg Pincus and ARA surely have grand plans to grow ESR.Dividend Tech Warriorhttps://www.blogger.com/profile/10905667545384063302noreply@blogger.comtag:blogger.com,1999:blog-9011577338115764180.post-24054339537616552722018-09-10T17:40:23.052+08:002018-09-10T17:40:23.052+08:00A number of them rarely tap on retailers for fund....A number of them rarely tap on retailers for fund. Some prefer they do. I don't and I prefer this way.Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-9011577338115764180.post-7567739018992888392018-09-08T09:47:55.279+08:002018-09-08T09:47:55.279+08:00Nice post! I agree with the fact that well managed...Nice post! I agree with the fact that well managed big REITs are the way to go! Let us see how ESR does in future. I plan to take small bites st preset target prices for Ascendas Reit, MCT, MIT, MLT etc- to build up a corpus for passive income. Waiting for a correction this month end! garudadrihttps://www.blogger.com/profile/07273149723239809144noreply@blogger.com